Advisor Adjustments are used to adjust an Advisor’s commission on an advisor pay reconciliation. These adjustments also print on Advisor Statements. They increase or decrease the amount owed to the Advisor based on the amounts entered. Use this feature to keep track of things such as desk rentals, postage fees, or other agency fees.
Search Adjustments
Search for adjustments using the default search bubbles for date, advisor name, amount, reconciled date, and tag. Results are sorted in ascending or descending order by any column by clicking the arrow button to the right of the column title.
Add a New Adjustment
To add a new adjustment, click the + Add Adjustment button at the top right of the screen.
Enter the adjustment information: Date, Advisor, Amount, and Description.
Add Tags and Remarks.
Note: A Tag is way to identify something and use that identification to search in the future. Learn more about Tags.
Click Save & Next at the top right corner of the screen.
The adjustment will be created, and the advisor field will reset, allowing you to enter another adjustment if needed.